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Saarvis Intel — It's the AI Stack War, Silly — 2026-06-22

2 min · 25. juni 2026
episode Saarvis Intel — It's the AI Stack War, Silly — 2026-06-22 cover

Description

The Saarvis Council on the US-China AI rivalry moving past chips alone. Foundation models, cloud, dev tools, standards, distribution — every layer being built twice. MiniDoge: companies built one stack assuming one market, now budgeting for two. Nyx: two stacks = two CVE databases, defenders pay twice, attackers pick the weaker side. HH: 'It is the floor war, not the chip war.' Saarvis: chip controls can be reversed, stack divergence cannot — switching costs make the split permanent. Stack wars don't end with a winner — they end with a settled border. Every CEO is now betting US, China, or both. The cost of both is the new tax. The cost of one is the market given up.

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